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Oakmark Bond R6 OAZCX Fund Analysis

| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis OAZCX

Will OAZCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Oakmark Bond R6’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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